PRSHRS S&P MID 400 DVD ARIST (REGL) Top Institutional Shareholders
PRSHRS S&P MID 400 DVD ARIST (REGL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $1.05B in REGL holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of REGL tracked by InsiderSet, reporting ownership valued at approximately $200.98M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $208.26M, representing an estimated gain of +3.62% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed REGL value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Coldstream Capital Management Inc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in PRSHRS S&P MID 400 DVD ARIST (REGL).
This page ranks the largest institutional REGL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
231
Total Reported Value
$1.05B
Largest Holder
Morgan Stanley
Largest Position
$200.98M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
133
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 2,325,942 | $200,984,735 | $208,264,847 | +$7,280,112 | +3.62% | |
| Coldstream Capital Management Inc | 2.15% | 2,023,071 | $174,813,575 | $181,145,777 | +$6,332,202 | +3.62% | |
| Raymond James Financial Inc | 0.02% | 711,530 | $61,483,287 | $63,710,396 | +$2,227,109 | +3.62% | |
| Lpl Financial Llc | 0.01% | 640,146 | $55,315,025 | $57,318,673 | +$2,003,648 | +3.62% | |
| Northwestern Mutual Wealth Management Co | 0.03% | 603,345 | $52,134,980 | $54,023,511 | +$1,888,531 | +3.62% | |
| Bank Of America Corp | 0.00% | 543,882 | $46,996,801 | $48,699,194 | +$1,702,393 | +3.62% | |
| Wells Fargo & Company/Mn | 0.01% | 394,726 | $34,108,282 | $35,343,766 | +$1,235,484 | +3.62% | |
| Royal Bank Of Canada | 0.01% | 318,720 | $27,541,000 | $28,538,189 | +$997,189 | +3.62% | |
| Baird Financial Group, Inc. | 0.04% | 302,183 | $26,111,719 | $27,057,466 | +$945,747 | +3.62% | |
| Ubs Group Ag | 0.00% | 272,152 | $23,516,654 | $24,368,490 | +$851,836 | +3.62% | |
| &Partners | 0.10% | 243,797 | $21,066,483 | $21,829,583 | +$763,100 | +3.62% | |
| Toth Financial Advisory Corp | 2.17% | 228,310 | $19,728,249 | $20,442,877 | +$714,628 | +3.62% | |
| Ameriprise Financial Inc | 0.00% | 227,899 | $19,693,735 | $20,406,076 | +$712,341 | +3.62% | |
| Commonwealth Equity Services, Llc | 0.02% | 189,586 | $16,382,113 | $16,975,530 | +$593,417 | +3.62% | |
| Envestnet Asset Management Inc | 0.00% | 136,881 | $11,827,906 | $12,256,325 | +$428,419 | +3.62% | |
| Stifel Financial Corp | 0.01% | 127,164 | $10,988,201 | $11,386,265 | +$398,064 | +3.62% | |
| Osaic Holdings, Inc. | 0.01% | 109,839 | $9,510,256 | $9,834,984 | +$324,728 | +3.41% | |
| Modern Wealth Management, Llc | 0.16% | 107,502 | $9,331,198 | $9,625,729 | +$294,531 | +3.16% | |
| Benjamin Edwards Inc | 0.09% | 104,580 | $9,037,171 | $9,364,093 | +$326,922 | +3.62% | |
| Dogwood Wealth Management Llc | 3.61% | 96,321 | $8,323,124 | $8,624,582 | +$301,458 | +3.62% | |
| Jones Financial Companies Lllp | 0.00% | 86,495 | $7,350,316 | $7,744,762 | +$394,446 | +5.37% | |
| Smith, Moore & Co. | 0.52% | 81,953 | $7,081,589 | $7,338,072 | +$256,483 | +3.62% | |
| Bucket List Wealth Management, Llc | 1.97% | 75,915 | $6,559,809 | $6,797,429 | +$237,620 | +3.62% | |
| Pathstone Holdings, Llc | 0.03% | 72,739 | $6,285,377 | $6,513,050 | +$227,673 | +3.62% | |
| Connecticut Wealth Management, Llc | 0.22% | 60,221 | $5,203,697 | $5,392,188 | +$188,491 | +3.62% | |
| Silver Oak Securities, Incorporated | 0.36% | 56,909 | $4,917,528 | $5,095,632 | +$178,104 | +3.62% | |
| Gladstone Institutional Advisory Llc | 0.18% | 56,694 | $4,898,992 | $5,076,381 | +$177,389 | +3.62% | |
| Cascade Financial Partners, Llc | 0.50% | 56,488 | $4,881,128 | $5,057,936 | +$176,808 | +3.62% | |
| Cetera Investment Advisers | 0.01% | 56,401 | $4,873,603 | $5,050,146 | +$176,543 | +3.62% | |
| Jacobi Capital Management Llc | 0.27% | 56,326 | $4,867,078 | $5,043,430 | +$176,352 | +3.62% | |
| Two Sigma Investments, Lp | 0.00% | 51,300 | $4,432,833 | $4,593,402 | +$160,569 | +3.62% | |
| Merit Financial Group, Llc | 0.03% | 50,324 | $4,348,528 | $4,506,011 | +$157,483 | +3.62% | |
| Sanctuary Advisors, Llc | 0.02% | 48,766 | $4,213,828 | $4,366,508 | +$152,680 | +3.62% | |
| World Investment Advisors | 0.06% | 44,750 | $3,866,848 | $4,006,915 | +$140,067 | +3.62% | |
| Avant Capital Llc | 2.66% | 43,726 | $3,778,346 | $3,915,226 | +$136,880 | +3.62% | |
| Lmg Wealth Partners, Llc | 0.67% | 42,721 | $3,691,522 | $3,825,238 | +$133,716 | +3.62% | |
| Truist Financial Corp | 0.00% | 39,453 | $3,621,539 | $3,532,622 | -$88,917 | -2.46% | |
| Landmark Wealth Management, Llc | 0.93% | 40,148 | $3,469,181 | $3,594,852 | +$125,671 | +3.62% | |
| Rockefeller Capital Management L.P. | 0.01% | 39,696 | $3,430,212 | $3,554,380 | +$124,168 | +3.62% | |
| Harbour Investments, Inc. | 0.05% | 39,662 | $3,427,224 | $3,551,335 | +$124,111 | +3.62% | |
| Kom Wealth Management Group, Llc | 2.32% | 39,329 | $3,398,388 | $3,521,519 | +$123,131 | +3.62% | |
| Essex Financial Services, Inc. | 0.18% | 38,069 | $3,289,505 | $3,408,698 | +$119,193 | +3.62% | |
| United Advisor Group, Llc | 0.41% | 37,897 | $3,274,638 | $3,393,297 | +$118,659 | +3.62% | |
| Pinnacle Associates Ltd | 0.04% | 33,940 | $2,932,755 | $3,038,988 | +$106,233 | +3.62% | |
| Summit Wealth Partners, Llc | 0.43% | 31,128 | $2,689,802 | $2,787,201 | +$97,399 | +3.62% | |
| Principal Securities, Inc. | 0.04% | 30,569 | $2,641,467 | $2,737,148 | +$95,681 | +3.62% | |
| Clear Creek Financial Management, Llc | 0.20% | 29,492 | $2,548,383 | $2,640,714 | +$92,331 | +3.62% | |
| Premier Path Wealth Partners, Llc | 0.31% | 27,724 | $2,395,615 | $2,482,407 | +$86,792 | +3.62% | |
| Biondo Investment Advisors, Llc | 0.30% | 26,658 | $2,303,518 | $2,386,957 | +$83,439 | +3.62% | |
| Dynamic Advisor Solutions Llc | 0.07% | 26,619 | $2,300,160 | $2,383,465 | +$83,305 | +3.62% |
Frequently asked questions about REGL
Who owns the most REGL stock?
The largest holders of REGL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PRSHRS S&P MID 400 DVD ARIST (REGL).
Is REGL widely held by superinvestors?
Many widely followed stocks like REGL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly REGL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.